Adviser Record

Stanley-laman Group Ltd.

Registered investment adviser · Berwyn, PA · CRD #112112

Form ADV data as of 2026-09-01
Regulatory assets
$1.02 billion
Total accounts
787
Employees
24
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$963.9 million
Non-discretionary regulatory assets under management$59.6 million
Total regulatory assets under management$1.02 billion
Discretionary accounts681
Non-discretionary accounts106
Total accounts787
Regulatory assets under management attributable to non-U.S. persons$23.1 million

People

Total employees (excluding clerical)24
Employees performing investment advisory functions (including research)13
Employees who are registered representatives of a broker-dealer6
Employees registered as investment adviser representatives with a state6
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents3
Firms or persons who solicit advisory clients on the firm's behalf1

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$67.2 million
Clients for whom a related person has custody78
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients5

How the firm is compensated

A percentage of assets under management

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients

Other business activities

Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerLawyer or law firmSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
Individuals (other than high net worth individuals)25$2.7 million
High net worth individuals200$739.3 million
Pooled investment vehicles (other than investment companies and BDCs)1$125.3 million
Pension and profit sharing plans (not the participants or government plans)Not reported$10.5 million
Charitable organizationsNot reported$2.9 million
Corporations or other businesses not listed above75$142.8 million